MEITUAN DIANP.UNSP.ADR/2B

Meituan's $1bn investment in Brazil via Keeta marks its third overseas expansion, leveraging proven success in Saudi Arabia and Hong Kong. I'm bullish on Meituan's ability to disrupt Brazil's concentrated food delivery market by offering lower commissions, tech integration, and aggressive consumer/merchant subsidies. Keeta's targeted rollout strategy and focus on localization should help capture significant market share, mirroring its rapid gains in other regions.» Mehr auf seekingalpha.com

Meituan's shares dropped 20% due to JD's entry into food delivery, but we believe the market overreacted and Meituan's fundamentals remain strong. JD's entry is likely aimed at maximizing logistics efficiency rather than disrupting the food delivery market, minimizing the threat to Meituan. Meituan's growth potential lies in international expansion, making its current valuation an attractive entry point for long-term investors.» Mehr auf seekingalpha.com

I reiterate my buy rating on Meituan, driven by sustained adj. EBITDA growth and recent share price weakness create a compelling investment opportunity. Meituan's fundamentals are improving, with notable growth in food delivery, Instashopping, and in-store & travel segments, despite macro concerns. AI investments are reducing operating costs, boosting productivity, and enhancing profitability, evidenced by significant y/y growth in adj. net profit and EBITDA.» Mehr auf seekingalpha.com